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Entrepreneurshares Series Tr shares owned by Keystone Financial Group

Quarter-by-quarter ownership of Entrepreneurshares Series Tr (XOVR) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in Entrepreneurshares Series Tr

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001197197.5198198.51991010.51111.512
Value ($)Share countHistorical XOVR position of Keystone Financial Group Source: stockzoa.comValue ($)Share count

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All positions including Entrepreneurshares Series Tr held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Entrepreneurshares Series Tr by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $198 11 18.00

More positions owned by Keystone Financial Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Short Treas Bd (SHV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust World Ex Us Core (DFAX)
First Tr Exchange-traded No Amer Energy (EMLP)
Southern States Bancshares (SSBK)
Ishares U S Etf Tr Short Maturity M (MEAR)

View all positions for Keystone Financial Group

Top funds holding Entrepreneurshares Series Tr

Fortress Wealth Management
Capital Impact Advisors
Jane Street
Gts Securities
ETF Store
Goss Wealth Management
Stifel Financial
Branch Banking & Trust Company
Commonwealth Equity Services
Bank of America Corporation
American Capital Advisory
Van Hulzen Asset Management
CWM
IFP Advisors
Pittenger & Anderson

View all funds holding Entrepreneurshares Series Tr